OneDigital Investment Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,898
| Closed | -$53.7K | – | 1460 |
|
|
2024
Q2 | $53.7K | Buy |
1,898
+448
| +31% | +$12.7K | ﹤0.01% | 1338 |
|
|
2024
Q1 | $56.3K | Buy |
1,450
+194
| +15% | +$7.53K | ﹤0.01% | 1066 |
|
|
2023
Q4 | $68.7K | Buy |
1,256
+89
| +8% | +$4.87K | ﹤0.01% | 1082 |
|
|
2023
Q3 | $52.8K | Sell |
1,167
-553
| -32% | -$25K | ﹤0.01% | 967 |
|
|
2023
Q2 | $77.9K | Buy |
1,720
+3
| +0.2% | +$136 | ﹤0.01% | 983 |
|
|
2023
Q1 | $68.1K | Sell |
1,717
-10
| -0.6% | -$397 | ﹤0.01% | 944 |
|
|
2022
Q4 | $101K | Buy |
1,727
+520
| +43% | +$30.4K | ﹤0.01% | 795 |
|
|
2022
Q3 | $69K | Buy |
+1,207
| New | +$69K | ﹤0.01% | 734 |
|
|
2019
Q3 | – | Sell |
-33
| Closed | -$2K | – | 1009 |
|
|
2019
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 1121 |
|
|
2019
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 1066 |
|
|
2018
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 1040 |
|
|
2018
Q3 | – | Sell |
-33
| Closed | -$2K | – | 1192 |
|
|
2018
Q2 | $2K | Buy |
33
+23
| +230% | +$1.39K | ﹤0.01% | 1263 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1298 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1214 |
|
|
2017
Q3 | $1K | Sell |
10
-200
| -95% | -$20K | ﹤0.01% | 1013 |
|
|
2017
Q2 | $12K | Buy |
+210
| New | +$12K | ﹤0.01% | 905 |
|